I am using a SP OOTB task list for one of the HR boarding on process for new hires. I already have a flow setup that triggers on form submission and populates all necessary tasks in a task list. New hire employee name gets logged into Employee Name field for each task into the task list, see sample screenshot below from task list.
Employee name is a free text and Responsible Party is a people picker field (internal name: AssignedTo). Above screenshot shows that there are 3 new hires: Brian, Stephanie and Scott for which responsible parties have overdue tasks.
Now I would like to automate email alerting for reminders when
1. due date is today or
2. due date eq today-1 or
3. due date eq today-2 or
4. due date eq today-3 or
So it should fetch all tasks that suits all 4 use cases above using get items along with Status eq 'not started' as I only want to alert for non completed tasks.
Now the functionality I am looking to achieve is: One email to responsible party by Employee name so based on the screenshot above, responsible parties should recieve one email per employee name informing that there is a task due. Email body is simply static like "AS a reminder, please complete your task."
So responsible parties: Justim, Kimey and Raul should receive one email for each employee. Can someone please help me with flow solution for this, thanks in advance. FYI, I wanted to make sure that based on screenshot above Raul should not receive two emails for same employee name, Raul has 2 overude tasks for each employee name so I would like to avoid duplication in this case and making sure that Raul should only get one email per employee.
Check out the reminder template that shows up when you go FLow -> Reminder -> Task Due Date.
That should give you a good idea on what you want to do. the only additional bit you would want to do is query for a list of responsible people as well and then make that a unique array to loop on for the email message
Sorry do not really have the time at the moment, but take a look at that template you mentioned it will get you quite a fair way along.
Hi @Anonymous ,
Sorry if I misunderstand your request 😊 but wouldn't it be easier to send the responsible party an email with all of their tasks that are due/overdue instead of an email for each new employee? You could then use the task reminders list from https://powerusers.microsoft.com/t5/General-Flow-Discussion/microsoft-flow-get-all-items-with-distinct-Assigned-to-User-and/m-p/373244#M31504 to accomplish this setup and you would only have to tweak the get items to only the due/overdue items.
Explore the latest innovations, learn from product experts and partners, level up your skillset, and create connections from around the world.
Learn to digitize and optimize business processes and connect all your applications to share data in real time.
Attend in person or online, there are incredible conferences and events happening all throughout the month of September.